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The Vault Series Welcomes Frontaura Capital

The Vault Series Welcomes Frontaura Capital

On the evening of April 17, 2024, members of CFA Society, Chicago gathered in “The Vault” to unlock the hidden treasure of opportunities in the frontier markets. Nick Padgett, CFA, Managing Director and Founder of Frontaura Capital LLC, revealed the trail of his...
The Vault Series Welcomes Castlelake

The Vault Series Welcomes Castlelake

On January 16, 2024, the CFA Society Chicago welcomed Joe McConnell, Partner, and Co-Chief Investment Officer of Castlelake to present as part of The Vault Series.  Castlelake specializes in complex, asset-rich and cash-flowing opportunities in what they believe...
Vault Series: MLPs and Energy Infrastructure

Vault Series: MLPs and Energy Infrastructure

The Past, Present, and Future of MLPs and Energy Infrastructure On January 9, 2020, CFA Society Chicago hosted its Vault Series featuring Brett Jergens, CFA, CFP to give his views on the MLP market. Jergens currently serves as vice president of the Tortoise Energy...
Vault Series: CFRA

Vault Series: CFRA

On July 17th CFA Society Chicago gathered in the Vault Room at 33 North LaSalle to hear Sam Stovall of CFRA give his assessment of the current equity market and what can be expected for the second half of 2019. Stovall is chief investment strategist of US Equity...

Vault Series: Aegon Asset Management

On Demographics, Growth, and Investing: When the structural collides with the cyclical Francis Rybinski CFA, treated CFA Society Chicago to his analysis of the current global demographic situation and its implications at the latest Vault Series lecture on March...

Vault Series: Cambridge Associates

Gender equality in the investment profession has been a hot topic in the industry lately, and it was addressed in detail during a January 10, 2019 Vault Series talk from Dierdre Nectow. Her firm Cambridge Associates, a large institutional investment consultant, is an...

Vault Series: John Wightkin, CFA, TradeInformatics

On November 8, 2018, John Wightkin, CFA, a senior trade consultant at TradeInformatics, spoke at the Vault Series of the CFA Society Chicago about how the process of examining trading costs can help preserve portfolio alpha. According  to John, “trading costs can...

Vault Series: James D. Shilling, DePaul Department of Real Estate

The Evolution of Modern Real Estate and its Role in a Multi-Asset Portfolio CFA Society Chicago gathered in the Vault at 33 North LaSalle to hear Professor James Shilling from the DePaul Department of Real Estate discuss the evolution of commercial real estate and its...

Vault Series: Ted Reilly, Chicago Media Angels

CFA Society Chicago hosted its first Vault Series event of the year on July 16th featuring Chicago Media Angels (CMA) Founder and Executive Director Ted Reilly. Chicago Media Angels is an investment group seeking attractive returns through financing content in the...

Vault Series: Philip Bartow, RiverNorth Capital Management

  The new asset class of marketplace lending (MPL) was the topic of discussion at CFA Society Chicago’s Vault Series presentation on January 11, 2018. Presenting was Philip Bartow, lead portfolio manager for MPL at RiverNorth Capital Management. What was once a...

Vault Series: Bob Greer, CoreCommodity Management LLC

The why and how of commodity investing–especially when considered as a core position in a well-balanced portfolio–was the topic of the latest CFA Society Chicago Vault Series event held on November 28th, 2017. The presenter was Bob Greer, Senior Advisor at...

Vault Series: Doug Ramsey, CFA, CMT, The Leuthold Group, LLC

Playing the Market Melt-Up The CFA Society Chicago gathered in the Vault Room at 33 North LaSalle to hear Doug Ramsey, CFA of Leuthold Weeden Capital Management discuss the likely future direction of the equity market. Ramsey is the CIO of The Leuthold Group and...

Vault Series: David Ranson, HCWE & Co.

David Ranson provided an enlightening presentation during the second part of CFA Society Chicago’s new Vault Series held on March 15 in the Vault Room of 33 N. LaSalle. Ranson is President and Director of Research at HCWE & Co., an independent investment research...

Vault Series: Melissa Brown, CFA, Axioma

Managing risk, specifically equity market risk, was the topic of CFA Society Chicago’s new Vault Series on January 11. The series brings noted investment experts to Chicago on a bi-monthly basis to share their thoughts and insights on the investment scene. The name...